Root Financial Partners
JBLU icon

Root Financial Partners’s JetBlue JBLU Stock Holding History

Root Financial Partners’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Buy
+2,844
New +$14.7K ﹤0.01% 1822
2026
Q2 		– Sell
-1,740
Closed -$7.69K – 1832
2026
Q1 		$7.69K Buy
1,740
+985
+130% +$5K ﹤0.01% 1783
2025
Q4 		$3.44K Sell
755
-113
-13% -$515 ﹤0.01% 1873
2025
Q3 		$4.27K Buy
+868
New +$4.17K ﹤0.01% 1782

Other funds holding JBLU

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's JBLU Position: Q3 2026 in Review

Root Financial Partners opened a new position in JetBlue (JBLU) in Q3 2026: 2,844 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JBLU as recently as Q1 2026.

Root Financial Partners first reported a position in JBLU in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold JBLU as of Q3 2026.

  • Root Financial Partners held 2,844 shares of JetBlue worth $12K as of Q3 2026.
  • JetBlue was a new Root Financial Partners position in Q3 2026.
  • JetBlue made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1822 holding.
  • Root Financial Partners first reported a position in JetBlue in Q3 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held JetBlue as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.